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Cerece Walker-Agard

Institutional Middle Office Administrator, VP

Bachelor of Business Administration-BBA (Concentration in Entrepreneurship), Strayer University

Cerece serves as institutional middle office administrator and a vice president in our Atlanta market. In this role, she oversees administrative workflow, ensuring it aligns with established procedures. Additionally, she provides guidance to the administration and investment teams on the proper setup of client accounts while ensuring accuracy and correct coding for new accounts. Her presence reinforces our commitment to providing exceptional service to our clients while maintaining the highest standards of professionalism and expertise.

Prior to her role with Argent, Cerece worked as trust operation officer For Ameris Bank, where she demonstrated exceptional expertise in processing, clearing, servicing, and settling trust transactions with dedication to efficiency and accuracy.

With an impressive track record spanning over four decades in the trust and financial sector, Cerece brings a wealth of experience, having served as an analyst on Wall Street with Asiel & Co for over 25 years.

Cerece is a graduate of Strayer University, holding a Bachelor of Business Administration-BBA with a concentration in Entrepreneurship.

 

Atlanta - Wealth

3475 Piedmont Rd NE suite 975, Atlanta, GA 30305, USA

(404) 793-5678

3475 Piedmont Rd NE suite 975, Atlanta, GA 30305, USA

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

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Corporate Trusts

Corporate Trusts

With over 30 years of experience and 330+ professionals, Argent has the administrative and investment expertise to help protect your business and support its growth.

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Custody & Escrow Services

Custody & Escrow Services

Argent’s institutional services team has more than 30 years of experience serving public funds, unions/Taft Hartley, financial institutions, corporations, healthcare providers, insurance companies, governments, non-profits and family offices.

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ESOPs

ESOPs

Argent is a premier ESOP Trustee and can serve as a transaction trustee, ongoing or successor trustee, or special fiduciary for employee stock ownership plans across the United States.

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Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Retirement Plan Consulting

Retirement Plan Consulting

Argent Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in fiduciary and investment advisory services for retirement plan sponsors.

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Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Special Needs Trusts

Special Needs Trusts

Argent provides SNT beneficiaries objective and appropriate investment services and administration to ensure that proper balance is achieved between eligibility for public assistance and quality of life.

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Funeral & Cemetery Trusts

Funeral & Cemetery Trusts

Argent’s dedicated funeral and cemetery trust group serves the deathcare industry across the United States with preneed, perpetual care, and merchandise trusts, as well as investment management.

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Oil & Gas Management

Oil & Gas Management

Few mineral management companies can match Argent Mineral Management’s expertise in contract negotiation, oil & gas accounting, asset evaluation, and ongoing management.

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Latest News & Resources

Insights

Tax Cuts and Jobs Act (TCJA) Sunset Provision

Tax Cuts and Jobs Act (TCJA) Sunset Provision

Sunsets are good when you are with loved ones on the beach but bad when it is your last sunset.  Beginning in 2026, the IRS will sunset the limits for many tax brackets and exemption amounts. Here are a few items of note: • Tax brackets will draw back – this means...

The Morning View: July 11, 2024

The Morning View: July 11, 2024

 Announced this morning, the headline Consumer Price Index (CPI) decreased -0.1% in June, less than expected and one-tenth less than the previous month.  On an annualized basis it grew 3.0%, less than the annualized figure from the previous month.  The core rate,...

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